How do I access my account statements and tax documents?

Accessing Account Statements & Tax Documents in the Online Portal

You can conveniently access and download your monthly account statements and IRS tax documents directly through the AE Trust Online Portal. Follow the steps below to retrieve your documents.

How to Access Your Monthly Account Statements

1. Log in to the Online Portal
   Visit the portal login page and sign in using your username and password.

2. Go to the “Documents” Section
   Once logged in, navigate to the Documents tab from the main dashboard or menu.

3. Click on the “Statements” Header
   You will see three headers within the Documents section:

   • All Documents – Displays all document types.

   • Statements – Contains your monthly account statements.

   • Tax Documents – Contains IRS forms such as 1099s and 5498s.

4. Select Your Desired Statement
   Under the Statements header, choose the monthly statement you would like to view or download.

5. View or Download
   After selecting the statement, you can view it directly in your browser or download it to your device for recordkeeping.

How to Access Your Tax Documents

1. Log in to the Online Portal
   Use your username and password to access your account.

2. Go to the “Documents” Section
   From the dashboard, click on the Documents tab.

3. Click on the “Tax Documents” Header
   This section includes tax-related documents such as:

   • IRS Form 1099-R – Reports distributions.

   • IRS Form 5498 – Reports contributions and Fair Market Value.

4. Select Your Desired Tax Document
   Choose the document you need to view or download from the list provided.

5. View or Download
   You can open the document in the portal or download it for your personal records.

Upload, Download, View or Delete Documents

Following the instructions below, you can upload, download, view, or delete documents from the Documents section of your Online Portal.  

To upload a new document:

• Log in to the Online Portal
• Click on the Documents section
• Click on the Add Document button
• Choose the Document Type from the dropdown and follow the instructions
  
  • Investment documents must be uploaded to the corresponding Investment (DOI)

To download an existing document:

• Log in to the Online Portal
• Click on the Documents section
• Select the existing Document and click the 3 dot menu on the right
• Choose Download 

To view an existing document:

• Log in to the Online Portal
• Click on the Documents section
• Select the existing Document and click the 3 dot menu on the right
• Choose View 

To delete an existing document:

• Log in to the Online Portal
• Click on the Documents section
• Select the existing Document and click the 3 dot menu on the right
• Choose Delete 

Important Notice Regarding Account Closure

Once your account has been closed, you will no longer have access to the Online Portal. This includes the inability to retrieve:

• Monthly account statements

• Investment records

• Transaction history

Please ensure you download and save any necessary documents before your account is closed.

If your account has already been closed and you need copies of past records, please contact AET Support for assistance.

Need Assistance?

If you are experiencing difficulties accessing your documents or have additional questions, our Support Team is here to help: